Tallyfy offers free Single Sign-On (SSO) integration for customers on paid plans. SSO lets your team members log into Tallyfy using the same username and password they already use for other company systems (like their Microsoft, Google, Okta, or OneLogin accounts).
This means they don’t need a separate Tallyfy password, making login easier and more secure.
Key benefits of using SSO
Benefit
Description
Better Security
Use your company’s existing security rules for Tallyfy logins.
Easier User Access
Log in with familiar company usernames and passwords.
Central Management
Manage who can access Tallyfy from your main identity system.
Automatic Account Setup
New users can automatically get a Tallyfy account the first time they log in via SSO.
Consistent Rules
Enforce the same login rules (like password complexity) everywhere.
Fewer Support Tickets
No more “forgot Tallyfy password” requests for your IT team.
How SSO login works with Tallyfy
Once SSO is set up:
Users go to a special Tallyfy login link for your company.
Tallyfy sends them to your company’s login page (e.g., Microsoft or Google login).
They log in using their normal company password.
They are automatically redirected back to Tallyfy, already logged in.
If it’s their first time, Tallyfy might automatically create an account for them.
Tallyfy can connect with almost any other login system that uses the standard SAML 2.0 protocol. Contact Tallyfy support if you use a different system.
What’s needed to set up SSO?
Setting up SSO requires technical steps in both Tallyfy and your company’s login system:
You need someone with Admin access to both systems.
Technical details (like URLs and security certificates) need to be copied between the systems.
You need to configure how user information (like email and name) is sent to Tallyfy.
You should test it thoroughly before making everyone use it.
Getting started with SSO
Choose the setup guide below that matches your company’s login system.
Contact Tallyfy support or your account manager to let them know you want to set up SSO.
Follow the steps in the guide carefully, working with your IT team.
Test the login process with a few users.
Announce the new login method to your organization.
A detailed walkthrough for implementing SAML-based Single Sign-On between Okta and Tallyfy through creating an Okta SAML application configuring authentication settings and enabling user provisioning for seamless access.
A detailed walkthrough for implementing SAML-based Single Sign-On between Google Workspace and Tallyfy which enables automated user provisioning through configuration of custom SAML applications user attributes and authentication settings.
SAML-based Single Sign-On integration between OneLogin and Tallyfy enables automated user provisioning through a three-phase setup process involving application creation configuration exchange and SSO testing.
The detailed guide outlines the complete process of setting up and configuring SAML-based Single Sign-On between Azure Active Directory and Tallyfy for seamless user authentication and automated provisioning.
